Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
PENNINGTON PARTNERS & CO., LLC Bethesda, MD 2/17/2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV Huntingdon Valley, PA 1/26/2026
Pennsylvania Trust Co 4/27/2020
Penobscot Investment Management Company, Inc. Boston, MA 1/27/2026
PENOBSCOT WEALTH MANAGEMENT Portland, ME 2/12/2026
Penserra Capital Management LLC Orinda, CA 2/12/2026
PENSIOENFONDS RAIL & OV 3/7/2025
Pension Partners, LLC 11/7/2019
Pensionfund PDN Sittard, P7 4/1/2026
Pensionfund Sabic Sittard, P7 4/1/2026
Pentwater Capital Management LP Naples, FL 2/17/2026
People's United Financial, Inc. 5/10/2022
PEOPLES BANK /OH Marietta, OH 1/29/2026
Peoples Bank/KS Pratt, KS 1/8/2026
PEOPLES FINANCIAL SERVICES CORP. Moosic, PA 1/26/2026
Per Stirling Capital Management, LLC. Austin, TX 2/17/2026
Perbak Capital Partners LLP London, X0 2/17/2026
PERCEPTIVE ADVISORS LLC New York, NY 2/17/2026
Peregrine Asset Advisers, Inc. Portland, OR 2/2/2026
PEREGRINE CAPITAL MANAGEMENT LLC Minneapolis, MN 1/28/2026
PEREGRINE INVESTMENT MANAGEMENT INC Toronto, A6 2/4/2026
Perella Weinberg Partners Capital Management LP 5/13/2024
Perennial Advisors, LLC New York, NY 1/12/2026
Perennial Investment Advisors, LLC Los Angeles, CA 2/17/2026
Perennial Investment Partners LTD 5/15/2015
Performa Ltd (US), LLC Charleston, SC 2/10/2026
Perfromance Wealth Partners, LLC Hinsdale, IL 1/21/2026
Pergamon Offshore Advisors, L.P. 2/11/2016
Perigon Wealth Management, LLC San Francisco, CA 1/16/2026
Perimeter Capital Partners, LLC 2/2/2015
PERISCOPE CAPITAL INC. Toronto, A6 2/10/2026
Perissos Private Wealth Management, LLC Bethany, OK 2/9/2026
PERKINS CAPITAL MANAGEMENT INC Wayzata, MN 2/4/2026
Perkins Coie Trust Co Seattle, WA 1/12/2026
Perkins Investment Management, LLC 5/15/2017
Permanens Capital L.P. New York, NY 2/17/2026
Permanent Capital Management, LP Chicago, IL 1/7/2026
Permian Investment Partners, LP Dallas, TX 2/13/2026
Permira Europe III G.P. LTD 11/14/2018
Permira Holdings LTD St. Peter Port, Y7 2/17/2026
Permira IV Managers Ltd 11/14/2017
Permit Capital Advisors, LLC 5/16/2022
Permit Capital, LLC West Conshohocken, PA 2/11/2026
Perpetual Investment Management Ltd 2/14/2023
Perpetual Ltd Sydney, New South Wales, C3 1/20/2026
PERRITT CAPITAL MANAGEMENT INC Chicago, IL 2/17/2026
PERRY CAPITAL 11/3/2017
PERRY CREEK CAPITAL LP New York, NY 2/17/2026
PERRYMAN FINANCIAL ADVISORY INC /AD Dallas, TX 2/13/2026
Perseverance Asset Management International George Town, E9 2/12/2026
Pershing Square Capital Management, L.P. New York, NY 2/17/2026
PERSHING SQUARE HOLDCO, L.P. New York, NY 2/17/2026
Persistent Asset Partners Ltd Hong Kong, K3 2/17/2026
Persium Advisors, LLC Atlanta, GA 1/21/2026
Personal Capital Advisors Corp 2/15/2023
PERSONAL CFO SOLUTIONS, LLC Chester, NJ 1/22/2026
PERSONAL FINANCIAL CONSULTANTS INC /ADV 7/25/2019
Personal Wealth Partners 8/9/2022
PERSPECTIVE WEALTH ADVISORS LLC Loveland, CO 2/13/2026
Pertento Partners LLP London, X0 2/17/2026
Petersen Hastings Wealth Advisors Inc. Kennewick, WA 2/11/2026
Peterson Financial Group, Inc. 11/6/2024
Peterson Wealth Advisors, LLC Orem, UT 4/9/2026
PETERSON WEALTH MANAGEMENT Sparks, NV 2/4/2026
Peterson Wealth Services South Ogden, UT 2/12/2026
Petiole USA ltd New York, NY 2/20/2026
Petix & Botte Co La Mesa, CA 2/5/2026
PETRA FINANCIAL ADVISORS INC Colorado Srpings, CO 1/21/2026
PETREDIS INVESTMENT ADVISORS LLC Warrendale, PA 1/14/2026
Petros Family Wealth, LLC Bloomington, MN 1/14/2026
Petrus Trust Company, LTA Dallas, TX 2/17/2026
Pettee Investors, Inc. Rowayton, CT 2/2/2026
Pettinga Financial Advisors LLC Evansville, IN 2/12/2026
PETTYJOHN, WOOD & WHITE, INC Lynchburg, VA 2/11/2026
PFA Pension, Forsikringsaktieselskab Copenhagen, G7 2/2/2026
PFC CAPITAL GROUP, INC. Los Angeles, CA 2/11/2026
PFG Advisors Phoenix, AZ 1/27/2026
PFG Investments, LLC Woodbury, NY 1/26/2026
PFG Private Wealth Management, LLC Lutz, FL 1/15/2026
PFIZER INC New York, NY 2/12/2026
Pflug Koory, LLC Omaha, NE 1/20/2026
PFM Asset Management LLC 11/12/2021
PFM Health Sciences, LP San Francisco, CA 2/17/2026
PFS INVESTMENTS INC. 8/14/2023
PFS Partners, LLC Mine Hill, NJ 4/9/2026
PFW Advisors LLC Atlanta, GA 1/12/2026
PGGM Investments Zeist, P7 2/9/2026
PGIM Custom Harvest LLC Newark, NJ 2/17/2026
PGIM Wadhwani LLP 6/14/2024
Pharmstandard International S.A. 11/15/2018
Pharo Management, Inc. 11/14/2025
PharVision Advisers, LLC Boca Raton, FL 2/17/2026
Phase 2 Partners, LLC 2/14/2025
PhaseCapital LP 11/7/2018
PHH Investments, Ltd. 2/13/2020
Phil A. Younker & Associates, Ltd. Fairbanks, AK 1/27/2026
Philadelphia Financial Management of San Francisco, LLC San Francisco, CA 2/17/2026
PHILADELPHIA INTERNATIONAL ADVISORS LP 4/29/2015
PHILADELPHIA TRUST CO Philadelphia, PA 2/12/2026
Philip James Wealth Mangement, LLC Milton, GA 1/20/2026
Phillip James Consulting Co. Plymouth, MN 2/23/2026
PHILLIPS FINANCIAL MANAGEMENT, LLC Fort Wayne, IN 1/26/2026
Phillips Wealth Planners LLC Starkville, MS 2/10/2026
PhiloSmith Capital Corp 9/20/2021
PhiloSmith Capital Corp Stamford, CT 1/28/2026
Philosophy Capital Management LLC Alamo, CA 2/17/2026
Phocas Financial Corp. Alameda, CA 1/26/2026
Phoenician Capital LLC 2/14/2023
Phoenix Financial Ltd. Givatayim, L3 2/5/2026
Phoenix Investment Adviser LLC 11/13/2019
Phoenix Wealth Advisors Chapel Hill, NC 1/22/2026
Phraction Management LLC Colchester, CT 1/26/2026
Physician Wealth Advisors, Inc. Midvale, UT 1/29/2026
Physician Wealth Solutions Inc. North Las Vegas, NV 1/12/2026
PHYSICIANS FINANCIAL SERVICES, INC. Raleigh, NC 1/21/2026
PICKERING ENERGY PARTNERS LP Houston, TX 2/17/2026
Pictet Asset Management Holding SA Carouge, V8 1/29/2026
PICTET ASSET MANAGEMENT LTD 8/16/2021
PICTET ASSET MANAGEMENT SA 8/10/2023
PICTET BANK & TRUST Ltd Nassau, C5 1/16/2026
Pictet North America Advisors SA Geneva 73, V8 1/16/2026
PICTON MAHONEY ASSET MANAGEMENT Toronto, A6 2/11/2026
Piedmont Capital Management, LLC Whitefish, MT 2/13/2026
Piedmont Capital Management, LLC/NC Greensboro, NC 2/13/2026
PIEDMONT INVESTMENT ADVISORS INC 8/14/2020
PIER 88 INVESTMENT PARTNERS LLC San Francisco, CA 2/4/2026
Pier Capital, LLC Stamford, CT 2/3/2026
Piermont Capital Management Inc. 2/13/2019
PIERSHALE FINANCIAL GROUP, INC. 7/6/2023
Pilgrim Global Advisors LLC Reno, NV 2/17/2026
Pilgrim Partners Asia Pte Ltd Singapore, U0 2/3/2026
Pillar Financial Advisors, LLC Louisville, KY 2/2/2026
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 5/4/2021
Pillar Wealth Advisors, LLC 11/10/2025
Pillsbury Lake Capital LLC San Francisco, CA 2/18/2026
PIN OAK INVESTMENT ADVISORS INC Houston, TX 2/13/2026
PINCUS CAPITAL MANAGEMENT, LP New York, NY 2/10/2026
Pine Brook Road Advisors, L.P. Bedford, NY 1/21/2026
Pine Harbor Wealth Management, LLC Fairfax, VA 1/20/2026
Pine Haven Investment Counsel, Inc Fairhaven, MA 1/8/2026
Pine Ridge Advisers LLC New York, NY 2/17/2026
Pine River Capital Management L.P. 11/13/2018
Pine Valley Investments Ltd Liability Co Marlton, NJ 2/17/2026
PineBridge Investments Asia Ltd Hong Kong, F4 2/12/2026
PINEBRIDGE INVESTMENTS LLC New York, NY 2/12/2026
PineBridge Investments, L.P. 11/14/2025
Pinegrove Venture Partners, LLC Menlo Park, CA 2/17/2026
Pineno Levin & Ford Asset Management, Inc. 1/21/2022
Pineridge Advisors LLC 11/4/2025
Pines Wealth Management, LLC Southern Pines, NC 4/8/2026
PineStone Asset Management Inc. Montreal, A8 1/15/2026
PineView Asset Management LP 8/14/2018
PING CAPITAL MANAGEMENT, INC. New York, NY 2/2/2026
Pingora Partners LLC Wilson, WY 2/13/2026
Pinion Investment Advisors, LLC Wichita, KS 1/29/2026
PINKERTON WEALTH, LLC Coeur D Alene, ID 4/9/2026
Pinnacle Advisory Group, Inc. 5/12/2021
PINNACLE ASSOCIATES LTD New York, NY 2/5/2026
Pinnacle Bancorp, Inc. Beatrice, NE 1/22/2026
Pinnacle Family Advisors, LLC Springfield, MO 2/17/2026
Pinnacle Financial Group, LLC / IL Western Springs, IL 2/5/2026
PINNACLE FINANCIAL PARTNERS INC 10/28/2025
Pinnacle Financial Partners, Inc. Atlanta, GA 2/18/2026
Pinnacle Holdings, LLC Tulsa, OK 2/12/2026
Pinnacle Investment Management Ltd 11/3/2025
Pinnacle Private Wealth, LLC 7/15/2022
Pinnacle Summer Investments, Inc. 2/16/2016
Pinnacle Wealth Advisors 7/21/2021
Pinnacle Wealth Management Advisory Group, LLC Red Bank, NJ 2/2/2026
Pinnacle Wealth Management Group, Inc. Plymouth, MI 1/23/2026
Pinnacle Wealth Management, LLC Roseville, CA 1/15/2026
Pinnacle Wealth Planning Services, Inc. Mansfield, OH 2/13/2026
Pinnacle West Asset Management, Inc. Casper, WY 2/10/2026
PINNBROOK CAPITAL MANAGEMENT LP New York, NY 2/6/2026
PINNEY & SCOFIELD, INC. Cambridge, MA 2/13/2026
Pinpoint Asset Management (Singapore) Pte. Ltd. Singapore, U0 2/13/2026
Pinpoint Asset Management Ltd 5/12/2025
Pinz Capital Management, LP 11/15/2022
PIONEER TRUST BANK N A/OR Salem, OR 2/9/2026
Pioneer Wealth Management Group Austin, TX 4/8/2026
PIPER SANDLER & CO. Minneapolis, MN 2/12/2026
Piscataqua Savings Bank Portsmouth, NH 1/16/2026
PITCAIRN CO Conshohocken, PA 2/12/2026
Pitcairn Wealth Advisors LLC Conshohocken, PA 2/13/2026
PITTENGER & ANDERSON INC Lincoln, NE 2/2/2026
Pitti Group Wealth Management, LLC Victor, NY 2/13/2026
Pivot Point Capital Partners, LLC 1/31/2019
Pivotal bioVenture Partners Investment Advisor LLC San Francisco, CA 2/13/2026
PJT Investments Corp. Toronto, A6 2/13/2026
PKO BP BANKOWY Universal Pension Society JSC Warsaw, R9 2/17/2026
PKO Investment Management Joint-Stock Co Warsaw, R9 2/2/2026
PKS Advisory Services, LLC Albany, NY 2/2/2026
PL Capital Advisors, LLC Naples, FL 2/10/2026
Placemark Investments, Inc. 2/17/2015
Plaisance Capital LLC 8/15/2022
Plan A Wealth LLC Lincoln, NE 2/6/2026
Plan Group Financial, LLC Oklahoma City, OK 2/3/2026
Plancorp, LLC Saint Louis, MO 2/5/2026
Planned Solutions, Inc. Folsom, CA 4/9/2026
PLANNING ALTERNATIVES LTD /ADV Birmingham, MI 2/6/2026